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Bartlett & Company
       
 
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Bartlett & Company
 
 
Profile: 

   * Founded in 1898
   * Oldest existing registered investment advisory firm status in the US
   * Assets under management: $2.7 billion, as of December 31, 2010
   * 20 investment professionals, averaging 23 years of tenure with Bartlett
   * 17 of the investment professionals having earned the Chartered Financial Analyst designation
   * Two of the investment professionals having earned the Chartered Alternative Investment Analyst designation
   * A wholly owned subsidiary of Legg Mason since 1996
   * Investment management services provided for:
         o High Net Worth Individuals and their Families
         o Foundations and Endowments
         o Corporate and Nonprofit Retirement Plans
         o Taft-Hartley Plans
         o Public Funds
   * Expertise in the following investment styles:
         o Basic Value
         o Relative Value
         o Fixed Income
         o Socially Responsible Investing


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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